4 Best U.S. Short Term Treasury ETFs to Own Long-Term 1.6

  • Asset Category: U.S. Short Term Treasuries

  • Long-Term Performance: 5.42% CAGR

  • Correlation to U.S. markets: 0.07

  • S&P 500 Performance (US Large Cap Blend): 10.87% CAGR

  • Back test timeframe: January 1977 – December 2022

  • Oldest ETF back tested: iShares 1-3 Year Treasury Bond ETF (SHY)

  • Long-Term Performance: 1.65% CAGR

  • Correlation to U.S. markets: -0.22

  • S&P 500 Performance: 9.36% CAGR

  • Back test timeframe: August 2002 – December 2022

  • Number of ETFs available in this asset class: 12

  • Number of ETFs in this asset class that are 10-years old or older: 4

U.S. Short Term Treasuries vs U.S. Large Cap Blend Equities (aka S&P 500): January 1977 – December 2022

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4 Best U.S. Long Term Government Bond ETFs to Own Long-Term 1.6

  • Asset Category: U.S. Long Government Bonds

  • Long-Term Performance: 7.58% CAGR

  • Correlation to U.S. markets: 0.04

  • S&P 500 Performance (US Large Cap Blend): 11.48% CAGR

  • Back test timeframe: January 1978 – August 2022

  • Oldest ETF back tested: iShares 20+ Year Treasury Bond ETF (TLT)

  • Long-Term Performance: 4.98% CAGR

  • Correlation to U.S. markets: -0.24

  • S&P 500 Performance: 9.66% CAGR

  • Back test timeframe: August 2002 – August 2022

  • Number of ETFs available in this asset class: 18

  • Number of ETFs in this asset class that are 10-years old or older: 8

U.S. Long Government Bonds vs U.S. Large Cap Blend Equities: January 1978 – August 2022

TLT vs SPY: August 2002 – August 2022

TLT vs SPY: July 26, 2002 – September 24, 2022

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